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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,711 | $183,968-78.4% | $162,166-75.5% | $152,870-74.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 23.71% | 150.77%-127.1pp | 115.59%-91.9pp | 345.34%-321.6pp |
| Employer contribution / active EE | $3,595 | $6,371-43.6% | $5,614-36.0% | $4,763-24.5% |
| Participant deferral / active EE | $2,562 | $8,034-68.1% | $7,298-64.9% | $5,850-56.2% |
| Admin fee / account holder | $1,294 | $13,121-90.1% | $10,842-88.1% | $11,597-88.8% |